Gogo Inc. Common Stock (GOGO)

FairStock Score: 54/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses with durable earning power, conservative balance sheets, and a price that offers a margin of safety. Gogo connects aircraft, a niche with recurring service revenue, but the numbers do not show a fortress. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $222.8M and net income was -$2.0M, or diluted EPS -$0.01. The prior quarter, fiscal Q1 2026, the quarter ended 2026-03-31, had $226.3M revenue and $13.1M net income, so results swing sharply. For FY2025, the year ended 2025-12-31, revenue was $910.5M and net income was $12.9M, or $0.09 per diluted share; FY2023, the year ended 2023-12-31, had net income of $145.7M, so profitability has eroded. Trailing twelve month free cash flow was -$22.9M and FCF yield was -7.8%; that is not a business funding itself comfortably. The balance sheet gives me pause: D/E 7.30, FairStock's Altman Z-Score is -0.74, and FairStock's P/E is -217.50 at the 2026-10-13 close. The stock trades at $2.17, near the low end of its 52-week range of $2.05-$9.93, and FairStock's P/B is 2.44 with ROE -0.76%. EV/EBITDA of 7.25 is not demanding, and ROCE of 5.60% is positive, but the FairStock Lynch category is Slow Grower — Shrinking, with its stated reason of profit -46.1% a year over four years and revenue 28.3%. FairStock score is 54/100. I would need clearer earnings stability and positive cash generation before calling this a value opportunity rather than a cheap-looking but fragile situation.

In plain English: Gogo provides internet connections for airplanes. The business looks weak right now: revenue is flat to slightly down, recent quarterly profits are weak, and it burns cash. At $2.17, the stock is near its 52-week low, but the price looks fair to expensive against weak profits and assets, not clearly cheap.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer